Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Udell Associates, based in Sarasota, Florida, is a financial planning firm offering retirement, estate, and charitable planning alongside asset management and annuities. With over 40 years of experience, they emphasize wealth enjoyment, minimizing tax erosion, and securing lifestyles for affluent clients.
Unlock mandates & allocation signals
See Udell Associates's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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